Civic Intelligence

Allied Services Division

990 • Fiscal year 2018 • EIN 59-1283066

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 21, 2019

53 W SeegersArlington Heights, IL 60005

(847) 981-1290

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

13th percentile

-11%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

77th percentile

$187,879

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

28th percentile

-3.7%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-5.0%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Down

$30,780,898

Down $1,188,442 (-3.7%) from 2017

Net Assets

Down

$30,697,845

Down $1,197,176 (-3.8%) from 2017

Liabilities

Up

$83,053

Up $8,734 (+12%) from 2017

Revenue

Down

$7,891,405

Down $417,320 (-5.0%) from 2017

Expenses

Up

$8,770,762

Up $126,196 (+1.5%) from 2017

Net Income

Down

-$879,357

Down $543,516 (-162%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $25,877,496Liabilities 2010: $94,947Net Assets 2010: $25,782,5492010Assets 2011: $27,658,132Liabilities 2011: $83,094Net Assets 2011: $27,575,0382011Assets 2012: $29,290,512Liabilities 2012: $86,611Net Assets 2012: $29,203,9012012Assets 2013: $30,197,630Liabilities 2013: $75,850Net Assets 2013: $30,121,7802013Assets 2014: $31,458,343Liabilities 2014: $228,130Net Assets 2014: $31,230,2132014Assets 2015: $31,993,232Liabilities 2015: $91,667Net Assets 2015: $31,901,5652015Assets 2016: $31,096,657Liabilities 2016: $78,794Net Assets 2016: $31,017,8632016Assets 2017: $31,969,340Liabilities 2017: $74,319Net Assets 2017: $31,895,0212017Assets 2018: $30,780,898Liabilities 2018: $83,053Net Assets 2018: $30,697,8452018Assets 2019: $34,334,635Liabilities 2019: $101,920Net Assets 2019: $34,232,7152019Assets 2020: $36,977,141Liabilities 2020: $83,461Net Assets 2020: $36,893,6802020Assets 2021: $38,739,082Liabilities 2021: $83,189Net Assets 2021: $38,655,8932021Assets 2022: $34,802,287Liabilities 2022: $125,562Net Assets 2022: $34,676,7252022Assets 2023: $34,778,452Liabilities 2023: $134,976Net Assets 2023: $34,643,4762023Assets 2024: $35,488,214Liabilities 2024: $53,941Net Assets 2024: $35,434,2732024

Highlighted filing

2018

Assets$30,780,898
Liabilities$83,053
Net Assets$30,697,845

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,975,1132010Expenses 2011: $5,165,5802011Revenue 2012: $7,356,560Expenses 2012: $6,081,177Net Income 2012: $1,275,3832012Revenue 2013: $7,615,002Expenses 2013: $7,791,133Net Income 2013: -$176,1312013Revenue 2014: $8,640,903Expenses 2014: $8,201,279Net Income 2014: $439,6242014Revenue 2015: $9,048,409Expenses 2015: $8,568,335Net Income 2015: $480,0742015Revenue 2016: $8,998,566Expenses 2016: $10,235,901Net Income 2016: -$1,237,3352016Revenue 2017: $8,308,725Expenses 2017: $8,644,566Net Income 2017: -$335,8412017Revenue 2018: $7,891,405Expenses 2018: $8,770,762Net Income 2018: -$879,3572018Revenue 2019: $9,284,426Expenses 2019: $8,270,124Net Income 2019: $1,014,3022019Revenue 2020: $8,755,444Expenses 2020: $8,861,628Net Income 2020: -$106,1842020Revenue 2021: $8,827,835Expenses 2021: $10,285,756Net Income 2021: -$1,457,9212021Revenue 2022: $8,225,869Expenses 2022: $9,471,501Net Income 2022: -$1,245,6322022Revenue 2023: $10,546,609Expenses 2023: $11,907,067Net Income 2023: -$1,360,4582023Revenue 2024: $12,212,148Expenses 2024: $12,632,583Net Income 2024: -$420,4352024

Highlighted filing

2018

Revenue$7,891,405
Expenses$8,770,762
Net Income-$879,357
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 21, 2019
Return Version
2018v3.1
Gross Receipts
$22,215,142
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,895,021$30,697,845▼ $1,197,176
Investments in Publicly Traded Securities$26,268,667$24,127,688▼ $2,140,979
Investments Other Securities$2,258,905$2,436,059▲ $177,154
Land, Buildings, and Equipment, Net$2,327,263$2,295,227▼ $32,036
Savings and Temporary Cash Investments$908,590$1,526,271▲ $617,681
Accounts Receivable$180,385$252,414▲ $72,029
Cash and Non-Interest-Bearing Accounts$14,178$132,011▲ $117,833
Prepaid Expenses and Deferred Charges$11,352$11,228▼ $124
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$31,969,340$30,780,898▼ $1,188,442
Liabilities
Accounts Payable and Accrued Expenses$74,319$83,053▲ $8,734
Total Liabilities$74,319$83,053▲ $8,734
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,895,021$30,697,845▼ $1,197,176
Total Liabilities and Net Assets / Fund Balance$31,969,340$30,780,898▼ $1,188,442

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$222,827$605,107$827,934
Land$2,072,400-$192,400
Equipment$0$100,844$100,844
Other Securities$2,436,059--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph CondoFund AdministratorFT$143,500$44,379$187,879

Board Members and Trustees

NameTitle
John MccarthyTrustee
Ricky ReillyTrustee - New
Brian SotaTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluecross Blueshield Of IlPpo Network Provider300 EAST RANDOLPH STREET, Chicago, IL 60601$350,987
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,444,556
Investment Income
$363,483
Other Revenue
$83,366
Change in Net Assets
$-879,357

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,807,803
Revenue Not Reported on Financial Statements
$83,602
Revenue Not Reported on Form 990
$-317,819
Total Revenue per Audited Statements
$7,489,984
Total Revenue per Form 990
$7,891,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$566,155
Other Expenses$496,175
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,708,432
Other Salaries and Wages---$226,799
Current Officers, Directors, Trustees, and Key Employees---$187,879
Fees for Services Legal---$94,745
Fees for Service Investment Mgmnt Fees---$83,602
Occupancy---$79,318
Information Technology---$67,347
Other Employee Benefits---$64,869
Pension Plan Contributions---$58,240
Fees for Services Accounting---$39,526
Office Expenses---$37,352
Depreciation Depletion---$32,036
Payroll Taxes---$28,368
Fees for Services Other---$24,025
Insurance---$20,710
Other Expenses---$10,430
Conferences and Meetings---$7,084
Total Functional Expenses$0$0$0$8,770,762

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,770,762
Expenses per Audited Statements$8,687,160
Total Expenses per Audited Statements$8,687,160
Expenses Not Reported on Financial Statements$83,602
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Joseph Condo JrSon of Fund Administrator, Joseph CondoProvided Lawn Care Services and Other Property Maintenance for the Investment Property Owned by the Fund.No$10,175
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The fund does not have any committees with the authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The form 990 is provided to the entire board of trustees and fund administrator prior to filing. After their review, the form is approved and filed.

Form 990, Part VI, Section B, Line 15

Salaries are annually reviewed and approved by the board of trustees.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are available upon request at the fund office.

Filing and Contact Details

Filer

Filer Name
Allied Services Division
EIN
59-1283066
Phone
8479811290
Address
53 W SEEGERS, ARLINGTON HEIGHTS, IL 60005

Signing Officer

Name
Joseph Condo
Title
Plan Administrator
Phone
8479811290
Signed
2019-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Condo
Formed
1968
Legal Domicile
Il
Voting Board Members
2
Independent Board Members
2
Employees
5
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR 700, WESTCHESTER, IL 60154
Preparer
Craig Resch
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 418 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt074319
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt083053
IRS990/AccountsReceivableGrp/BOYAmt0180385
IRS990/AccountsReceivableGrp/EOYAmt0252414
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt07708432
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TAMARA CHESLER
IRS990/BooksInCareOfDetail/PhoneNum08479811290
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt053 W SEEGERS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ARLINGTON HEIGHTS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060005
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt014178
IRS990/CashNonInterestBearingGrp/EOYAmt0132011
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0187879
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt07084
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0350987
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0300 EAST RANDOLPH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060601
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUECROSS BLUESHIELD OF IL
IRS990/ContractorCompensationGrp/ServicesDesc0PPO NETWORK PROVIDER
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt07708432
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0363483
IRS990/CYOtherExpensesAmt0496175
IRS990/CYOtherRevenueAmt083366
IRS990/CYProgramServiceRevenueAmt07444556
IRS990/CYRevenuesLessExpensesAmt0-879357
IRS990/CYSalariesCompEmpBnftPaidAmt0566155
IRS990/CYTotalExpensesAmt08770762
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07891405
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt032036
IRS990/Desc0TO PROVIDE HEALTH CARE, DEATH, DISABILITY, DENTAL, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt039526
IRS990/FeesForServicesLegalGrp/TotalAmt094745
IRS990/FeesForServicesOtherGrp/TotalAmt024025
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt083602
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt315019
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN SOTA
IRS990/Form990PartVIISectionAGrp/PersonNm2RICKY REILLY
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH CONDO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3172860
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt3FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-270639
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013995656
IRS990/GrossReceiptsAmt022215142
IRS990/GrossRentsGrp/RealAmt076255
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt067347
IRS990/InsuranceGrp/TotalAmt020710
IRS990/InvestmentIncomeGrp/ExclusionAmt0634122
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0634122
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02258905
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02436059
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026268667
IRS990/InvestmentsPubTradedSecGrp/EOYAmt024127688
IRS990/IRPDocumentCnt086
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0705951
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02327263
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02295227
IRS990/LandBldgEquipCostOrOtherBssAmt03001178
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014266295
IRS990/LessRentalExpensesGrp/RealAmt057442
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt031895021
IRS990/NetAssetsOrFundBalancesEOYAmt030697845
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-270639
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-270639
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt018813
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018813
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-317819
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt079318
IRS990/OfficeExpensesGrp/TotalAmt037352
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064869
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt010430
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0CLASS ACTION PROCEEDS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt060039
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04514
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt060039
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14514
IRS990/OtherRevenueTotalAmt064553
IRS990/OtherSalariesAndWagesGrp/TotalAmt0226799
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt028368
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt058240
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011352
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011228
IRS990/PrincipalOfficerNm0JOSEPH CONDO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIB.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07382351
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt135643
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt226562
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07382351
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt135643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt226562
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt07634820
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0622187
IRS990/PYOtherExpensesAmt0464149
IRS990/PYOtherRevenueAmt057289
IRS990/PYProgramServiceRevenueAmt07629249
IRS990/PYRevenuesLessExpensesAmt0-335841
IRS990/PYSalariesCompEmpBnftPaidAmt0545597
IRS990/PYTotalExpensesAmt08644566
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08308725
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-879357
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt018813
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031895021
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt030697845
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0908590
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01526271
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0222827
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0605107
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0827934
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0100844
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0100844
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt083602
IRS990ScheduleD/ExpensesSubtotalAmt08687160
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt083602
IRS990ScheduleD/InvestmentExpensesNotIncldAmt083602
IRS990ScheduleD/LandGrp/BookValueAmt02072400
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01880000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0192400
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-317819
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02436059
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MEPT EDGEMOOR LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-317819
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt083602
IRS990ScheduleD/RevenueSubtotalAmt07807803
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02295227
IRS990ScheduleD/TotalBookValueSecuritiesAmt02436059
IRS990ScheduleD/TotalExpensesPerForm990Amt08770762
IRS990ScheduleD/TotalRevenuePerForm990Amt07891405
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07489984
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08687160
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0143500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt015019
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt029360
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH CONDO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0187879
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JOSEPH CONDO JR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SON OF FUND ADMINISTRATOR, JOSEPH CONDO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt010175
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PROVIDED LAWN CARE SERVICES AND OTHER PROPERTY MAINTENANCE FOR THE INVESTMENT PROPERTY OWNED BY THE FUND.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND FUND ADMINISTRATOR PRIOR TO FILING. AFTER THEIR REVIEW, THE FORM IS APPROVED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AMTRAK NATIONAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BNSF
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2C&W
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CATCO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4O'HARE AIRPORT EXPRESS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5YELLOW FREIGHT COMPANY
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt031969340
IRS990/TotalAssetsEOYAmt030780898
IRS990/TotalAssetsGrp/BOYAmt031969340
IRS990/TotalAssetsGrp/EOYAmt030780898
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt08770762
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt074319
IRS990/TotalLiabilitiesEOYAmt083053
IRS990/TotalLiabilitiesGrp/BOYAmt074319
IRS990/TotalLiabilitiesGrp/EOYAmt083053
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031895021
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030697845
IRS990/TotalOtherCompensationAmt015019
IRS990/TotalProgramServiceRevenueAmt07444556
IRS990/TotalReportableCompFromOrgAmt0172860
IRS990/TotalRevenueGrp/ExclusionAmt0442335
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07449070
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07891405
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031969340
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030780898
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt053 W SEEGERS
IRS990/USAddress/CityNm0ARLINGTON HEIGHTS
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060005
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH CONDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08479811290
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLIED SERVICES DIVISION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0591283066
ReturnHeader/Filer/PhoneNum08479811290
ReturnHeader/Filer/USAddress/AddressLine1Txt053 W SEEGERS
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId093A4F84426990A9A61EBC632D98786EB8E4F1B1D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$0.05$35.4$12.2$12.6$0.42
2023Detailed filing. Detailed filing data is available for this year.$34.8$0.13$34.6$10.5$11.9$1.36
2022Detailed filing. Detailed filing data is available for this year.$34.8$0.13$34.7$8.23$9.47$1.25
2021Detailed filing. Detailed filing data is available for this year.$38.7$0.08$38.7$8.83$10.3$1.46
2020Detailed filing. Detailed filing data is available for this year.$37.0$0.08$36.9$8.76$8.86$0.11
2019Detailed filing. Detailed filing data is available for this year.$34.3$0.10$34.2$9.28$8.27$1.01
2018Detailed filing. Detailed filing data is available for this year.$30.8$0.08$30.7$7.89$8.77$0.88
2017Detailed filing. Detailed filing data is available for this year.$32.0$0.07$31.9$8.31$8.64$0.34
2016Detailed filing. Detailed filing data is available for this year.$31.1$0.08$31.0$9.00$10.2$1.24
2015Detailed filing. Detailed filing data is available for this year.$32.0$0.09$31.9$9.05$8.57$0.48
2014Detailed filing. Detailed filing data is available for this year.$31.5$0.23$31.2$8.64$8.20$0.44
2013Detailed filing. Detailed filing data is available for this year.$30.2$0.08$30.1$7.62$7.79$0.18
2012Summary only. Only limited summary data is available for this year.$29.3$0.09$29.2$7.36$6.08$1.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.7$0.08$27.6$5.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.09$25.8$3.98